Reseller of Record Policy
Sage ERP, CRM, and Value Solutions
Effective September 12, 2013

ROR Description
The reseller of...
Requests for change in ROR that result in a customer being serviced by a new Reseller that does not have a local
presence ...
Reseller of Record Change Request Form
Sage ERP, CRM, and Value Solutions
PLEASE COMPLETE ALL FIELDS. EMPTY FIELDS MAY RES...
©2013 Sage Software, Inc. All rights reserved. The Sage logo and the Sage product and service names mentioned herein are r...
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Sage 100 Reseller of Record

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Sage 100 ERP Reseller of Record form and policy

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Sage 100 Reseller of Record

  1. 1. Reseller of Record Policy Sage ERP, CRM, and Value Solutions Effective September 12, 2013 ROR Description The reseller of record (ROR) identifies the Sage authorized business partner who is responsible for the overall servicing of a customer. Sage establishes a ROR for each customer by one of the following methods: • • • • Initial customer software purchase with Library Master or System Manager module Customer software upgrade purchase with Library Master module Customer request to change to a new ROR Changes in ROR resulting from the consolidation of partner accounts in accordance with Sage’s Merger and Acquisition Policy It is important that the ROR information is accurate because this information is essential for Sage to provide commission credit on all future Subscription Plan or Support Plan renewals to the right resource. Authorized business partners may not (i) place product orders (including add-on modules or user licenses) or renewal orders for Subscription Plans or Support Plans, or (ii) make payment to Sage for such orders on behalf of a customer unless they are either the ROR or the change request process has begun. If the business partner is not the ROR, the order or payment must be submitted with the required ROR change request form. Only the ROR may invoice a customer for products and services from Sage. Not withstanding the foregoing restrictions, in the event a ROR is not certified to sell to a customer a specific software component of the product line for which the ROR is otherwise authorized (e.g., eBusiness Manager for Sage 100 ERP), Sage will allow the ROR to engage another Sage business partner who is certified to sell such software component to order such software component for the customer. No change in ROR will take place. How to Request a Change to the ROR To request a change to their ROR, customers are required to submit the Sage Reseller of Record Change Request Form (attached) with their company letterhead signed by an officer of their company. After receiving the request, Sage will notify the current ROR and allow a seven (7) day grace period before changing the ROR. After the grace period has expired, if there is no additional instruction from the customer and upon verification that the new ROR is certified for all applicable Sage products the customer owns, Sage will make the ROR change. For orders from the requested Reseller of record, Sage will use its discretion in connection with processing such orders to ensure no interruptions to customer service levels, including but not limited to waiving the seven (7) day grace period. Management approval is required in these cases. If the ROR form has been received, pricing can be provided to the requested Reseller of record prior to the standard grace period completion. If the ROR form is not present, pricing can only be provided with written documentation from the client approving Sage’s ability to provide pricing to the requested partner. This ensures we are respecting the confidential account information of the customer. Customers with no ROR on account or off-plan customers eligible for re-purchase (in the N-3 category) are not held to the above policy. If the new requested business partner has not reached certification or is no longer certified for the applicable Sage products, the ROR change request will not be processed until such time as the business partner has completed such certification. These documents can also be found on the Sage Partner Portal (www.SagePartnerPortal.com) under a new Partner Policy section. ©2013 Sage Software, Inc. All rights reserved. The Sage logo and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
  2. 2. Requests for change in ROR that result in a customer being serviced by a new Reseller that does not have a local presence where such customer is located shall be permitted by Sage in its sole discretion on a case by case basis. Requests for change in ROR initiated by a business partner shall follow the same procedures set forth above (i.e., requests need to be submitted with a ROR Change Request Form with customer letterhead executed by the applicable customer). In the event a customer refuses or is unable to submit the required form, such requests from business partners shall be permitted by Sage in its sole discretion on a case by case basis. ROR Changes Sage will notify customers of any changes in ROR resulting from the consolidation of partner accounts in accordance with Sage’s Merger and Acquisition Policy. Sage will work with customers to address any issues or questions that the customer may have regarding such change. Changes in ROR may not in the aggregate result in the transfer of all or a substantial portion of a business partner’s customer base unless such changes are approved under Sage’s Merger and Acquisition Policy. Violation of Policy Violation of Sage’s ROR policy by a business partner will result in the termination of its authorization as a Sage business partner. Any attempt on the part of a business partner, in Sage’s sole discretion, to circumvent this policy or the restrictions regarding multi-tier distribution set forth in each business partner’s Channel Partner Agreement will result in the termination of its authorization as a Sage business partner. ©2013 Sage Software, Inc. All rights reserved. The Sage logo and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
  3. 3. Reseller of Record Change Request Form Sage ERP, CRM, and Value Solutions PLEASE COMPLETE ALL FIELDS. EMPTY FIELDS MAY RESULT IN A DELAY IN PROCESSING. PLEASE PRINT. (MUST be submitted with the Customer’s company letterhead attached) Date:       NEW Reseller’s Information: Company Name:       Company Account Number:       Street Address:       City:       Phone:       Company Contact Name:       Contact E-mail:       State:       ZIP:       Ext.:       Customer Information: Company Name:       Company Account Number:       Street Address:       City:       State:       ZIP:       Phone:       Ext.:       Company Contact Name:       Contact E-mail:       *IMPORTANT* Please provide a reason as to why you have chosen to transition from your current reseller to the new one. (This information is required for processing the change request):       Product(s): Please complete the following section for all products that you are requesting a change for. If you work with multiple resellers, it is necessary to complete a separate form for each. We will only change reseller of record for the products selected below. Multiple selections are permitted. Sage 100 ERP Sage BusinessWorks Sage 300 ERP Sage BusinessVision Sage 500 ERP Sage PFW ERP Sage CRM Sage Pro ERP Sage ERP X3 Other:       Customer Obligation I understand that my current reseller of record will be notified of the request, and that my new reseller of record will now be responsible for servicing my account. Authorized Signature (must be an officer of the company): Please Print Name:       Title:       Did You Remember?  Attach your company letterhead  Include your customer account number Sage 100 ERP, Sage 500 ERP, Sage ERP X3, Sage CRM, Sage BusinessWorks, Sage PFW ERP Email: SalesA@sage.com Fax: 949-753-0374 Sage 300 ERP, Sage Pro ERP, Sage BusinessVision Email: PSRRichmond@sage.com Fax: 866-304-7816 Mail: Sage Attention: Sales Administration 6561 Irvine Center Drive Irvine, CA 92618 ©2013 Sage Software, Inc. All rights reserved. The Sage logo and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
  4. 4. ©2013 Sage Software, Inc. All rights reserved. The Sage logo and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

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